Estates and Trusts

Many people think they don’t need a will or a trust or they put off estate planning because they don’t want to think about death. A good estate plan considers what you want to do with all your property, including real estate, personal property, insurance policies, retirement accounts, business interests and other property. It minimizes taxes and protects assets from creditors so your heirs get as much as possible. If you have minor or special needs children, it also enables you to choose their guardians and trustees and set aside funds for them.

Every month our blog will address issues you should consider as part of your estate plan to ensure your assets and loved ones are protected.

Visit our Estates and Trust practice page to learn more about our services.

Taking Control of End of Life Decisions

By | July 26th, 2017|Estates & Trusts|

No one likes to think about death whether it’s their own or a loved one’s. Unfortunately when we don’t have these discussions

Recommended Actions Upon Death or Incapacity

By | June 19th, 2017|Estates & Trusts|

Included below is a brief list of actions which your personal representative and/or Trustee should take immediately upon your death.  (Many of